If there is one brokerage house on street that is on mission of educating market participate at large on investing, its Ambit. This time they did a townhall with Mr. KN Sivasubramanian’s – Ex-CIO, Franklin Templeton and it is nothing short of amazing learning experience that one can ask for. Here is full transcript of the same – Ambit-Townhall-Mar17-2017.pdf-1 . Ignore everything and read this first, miss at your own peril.
The cheapskates who don’t want to spend on the big, fat Indian wedding – Link here
Why Carlos Ghosn took ten years to taste success in India – Link here
Ritholtz’s Rules of Valuations – Link here
The secret war on your savings has already begun!! – Link here
Apple’s next big thing: augmented reality – Apple has built a team combining the
The cheapskates who don’t want to spend on the big, fat Indian wedding – Link here
Why Carlos Ghosn took ten years to taste success in India – Link here
Ritholtz’s Rules of Valuations – Link here
The secret war on your savings has already begun!! – Link here
Apple’s next big thing: augmented reality – Apple has built a team combining the strengths of its hardware and software veterans by acquiring small firms with knowledge of augmented reality hardware, 3D gaming and virtual reality – Link here
Gradual Improvements Go Unnoticed – Link here – “Bill Gates said: “Headlines, in a way, are what mislead you, because bad news is a headline, and gradual improvement is not.”
How food delivery apps have changed the game for restaurants – Link here
Silicon Valley likes to “move fast and break things.” What happens when it makes cars? – Link here
“Why American Farmers Are Hacking Their Tractors With Ukrainian Firmware” (DE) – Link here – just wondering if any Indian and Chinese tractor manufacturing are taking advantage of the situation or not?
A startup says it can now produce enough for 4 million meatless burgers a month – Link here – I think India just found how to save its cow or India’s beef export may just get hit?
The Behavior of Stock Market Manias – Link here – This article is based on book called Bull by Maggie Mahar – it has taken one example of Dell computers to highlight use & misuse of ESOPs, buyback and of course playing derivative market when your core job was to manufacture & sell PC- super article MUST READ
Although Dell (the founder) was personally selling his own shares, he clearly he wasn’t concerned about using Dell (the company) cash to buy back excessively overvalued shares. In fact, the company readily admitted that the shares repurchased weren’t done with any sort of benchmark to value, they were done simply to offset the dilutive effects of the huge number of options that the company executives gave themselves.
Connect to Levo at airports and network for business deals in a lounge – Link here – I guess analyst/FM would hope to run into management of listed or even unlisted companies to understand business.
Silicon Valley Would Rather Cure Death Than Make Life Worth Living – Link here –
This reminds me of a scene from movie Troy between Achilles and Briseis where Briseis is lecturing Achilles about God and Achilles says “I’ll tell you a secret. Something they don’t teach you in your temple. The Gods envy us. They envy us because we’re mortal, because any moment might be our last. Everything is more beautiful because we’re doomed. You will never be lovelier than you are now. We will never be here again.” (YouTube Link here)
How to short Uber (and other private companies) – Link here
The Hardest Question in Portfolio Management – Link here
Take It to the Limit – Here are just 15 of the obstacles we face – Link here
Top 10 Habits of Millionaires for Building Wealth – Link here